Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 200 | 1,116,049 | MSFT, VO, AVGO, VB | 13F-HR | 10/24/2024 | 000114036124044082 |
Q2 2024 | 199 | 1,048,528 | MSFT, AVGO, VO, VB | 13F-HR | 7/26/2024 | 000114036124034317 |
Q1 2024 | 197 | 1,043,664 | MSFT, VO, VB, SPIB | 13F-HR | 4/16/2024 | 000114036124020036 |
Q4 2023 | 190 | 991,428 | MSFT, VB, VO, SPIB | 13F-HR | 1/25/2024 | 000114036124003816 |
Q3 2023 | 186 | 907,123 | MSFT, VO, VB, GVI | 13F-HR | 10/19/2023 | 000114036123048829 |
Q2 2023 | 189 | 940,400 | MSFT, VO, VB, AAPL | 13F-HR | 7/31/2023 | 000114036123036973 |
Q1 2023 | 189 | 900,610 | MSFT, VO, VB, GVI | 13F-HR | 4/21/2023 | 000114036123019550 |
Q4 2022 | 184 | 880,085 | VO, VB, MSFT, GVI | 13F-HR | 2/1/2023 | 000114036123003679 |
Q3 2022 | 181 | 786,041 | MSFT, VO, VB, AAPL | RESTATEMENT | 11/14/2022 | 000114036122041239 |
Q2 2022 | 196 | 834,568 | MSFT, VO, VB, AAPL | 13F-HR | 7/22/2022 | 000156761922014326 |
Q1 2022 | 204 | 938,158 | MSFT, VO, VB, AAPL | 13F-HR | 4/21/2022 | 000156761922008750 |
Q4 2021 | 208 | 1,003,405 | MSFT, VO, VB, AAPL | 13F-HR | 1/26/2022 | 000156761922001752 |
Q3 2021 | 193 | 901,945 | MSFT, VO, VB, AAPL | 13F-HR | 10/27/2021 | 000156761921018775 |
Q2 2021 | 187 | 915,532 | MSFT, VO, VB, AAPL | 13F-HR | 8/2/2021 | 000156761921014257 |
Q1 2021 | 185 | 863,276 | VB, VO, MSFT, AAPL | 13F-HR | 5/7/2021 | 000156761921009279 |
Q4 2020 | 182 | 824,676 | VB, VO, MSFT, AAPL | 13F-HR | 2/2/2021 | 000156761921001930 |
Q3 2020 | 177 | 743,042 | MSFT, VO, VB, AAPL | 13F-HR | 11/2/2020 | 000156761920018530 |
Q2 2020 | 174 | 705,257 | MSFT, VO, VB, AAPL | 13F-HR | 7/29/2020 | 000156761920013849 |
Q1 2020 | 164 | 609,105 | MSFT, VO, VB, EFA | 13F-HR | 5/8/2020 | 000156761920009318 |
Q4 2019 | 194 | 823,222 | VO, VB, MSFT, EFA | 13F-HR | 2/6/2020 | 000156761920002302 |
Q3 2019 | 196 | 773,143 | VO, VB, MSFT, EFA | 13F-HR | 11/7/2019 | 000156761919020586 |
Q2 2019 | 195 | 771,353 | VO, VB, MSFT, EFA | 13F-HR | 8/5/2019 | 000156761919015750 |
Q1 2019 | 202 | 757,180 | VO, VB, MSFT, EFA | 13F-HR | 5/8/2019 | 000156761919010078 |
Q4 2018 | 201 | 682,952 | VO, VB, MSFT, EFA | 13F-HR | 2/6/2019 | 000156761919002512 |
Q3 2018 | 210 | 749,080 | VB, VO, EFA, MSFT | 13F-HR | 11/13/2018 | 000156761918005618 |
Q2 2018 | 205 | 714,744 | VB, VO, EFA, MSFT | 13F-HR | 8/7/2018 | 000114036118035708 |
Q1 2018 | 201 | 697,200 | VO, VB, EFA, MSFT | 13F-HR | 5/14/2018 | 000114036118023136 |
Q4 2017 | 199 | 715,663 | VO, VB, EFA, MSFT | 13F-HR | 2/14/2018 | 000114036118007538 |
Q3 2017 | 198 | 675,392 | VO, VB, EFA, VNQ | 13F-HR | 11/14/2017 | 000114036117042321 |
Q2 2017 | 188 | 661,591 | VO, VB, EFA, VNQ | 13F-HR | 8/10/2017 | 000114036117030967 |
Q1 2017 | 190 | 654,358 | VO, VB, EFA, XOM | 13F-HR | 5/4/2017 | 000114036117018405 |
Q4 2016 | 177 | 617,202 | VB, VO, EFA, XOM | 13F-HR | 1/17/2017 | 000114036117002045 |
Q3 2016 | 163 | 590,677 | VO, VB, EFA, XOM | 13F-HR | 10/18/2016 | 000114036116082987 |
Q2 2016 | 163 | 575,228 | VO, EFA, VB, XOM | 13F-HR | 7/15/2016 | 000114036116072558 |
Q1 2016 | 156 | 555,529 | EFA, VO, VB, XOM | 13F-HR | 4/7/2016 | 000114036116060485 |
Q4 2015 | 163 | 563,240 | EFA, DWM, VO, VWO | 13F-HR | 1/11/2016 | 000114036116047376 |
Q3 2015 | 168 | 553,242 | EFA, DWM, VWO, VO | 13F-HR | 10/16/2015 | 000114036115037816 |
Q2 2015 | 173 | 609,267 | EFA, DWM, VWO, VO | 13F-HR | 7/23/2015 | 000114036115028356 |
Q1 2015 | 181 | 618,453 | DWM, EFA, VWO, VO | 13F-HR | 4/14/2015 | 000114036115015316 |
Q4 2014 | 172 | 607,579 | DWM, EFA, VWO, VO | 13F-HR | 1/23/2015 | 000114036115002536 |
Q3 2014 | 169 | 592,421 | DWM, EFA, VWO, XOM | 13F-HR | 10/21/2014 | 000114036114038623 |
Q2 2014 | 174 | 611,861 | DWM, EFA, VWO, XOM | 13F-HR | 7/8/2014 | 000114036114027914 |
Q1 2014 | 167 | 593,299 | DWM, VWO, EFA, XOM | 13F-HR | 4/10/2014 | 000114036114016241 |
Q4 2013 | 169 | 585,463 | VWO, DWM, EFA, XOM | 13F-HR | 1/21/2014 | 000114036114002730 |